Succession Planning for Trusts and Estates Practitioners - Focus Group
Date: Thursday, April 25, 2024
Time: 7:45am - 9:00am
Location: HARIK THOMPSON, CPAs
Speaker: Moderated by Angela Klenk
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Discussion will include the following aspects of succession planning:
- Ethical aspects of succession planning
- When succession planning is needed
- Default system if the practitioner has not planned ahead
- What can be done to avoid the default rules
- Sale of a professional services practice
- Resources available on the California Bar website
Look Who is Coming!
Bob Abelson
Carmen Alberio
Nadia Antii
Allen Bond
Linda Dorfmont
Samuel Ford
Garee Gasperian
Michael Goergen
Mary Hanson
Eric Harris
Mickey Knickerbocker
Kelly McCord Moore
Shawn Nejad
Michael Ozawa
Rhonica Petty
Laura Thatcher
Mark Tsujimoto
Sandy VandenBerge
Zoomers
Phillip Cook
Kristen Damon
Maureen Dearden
Scott Magee
Masumi Patel
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